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Commercial Lines Account Manager
HUB International. Manage a book of insurance business with independent discretion, autonomy, and decision-making .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing insurance business with autonomy, providing exceptional client service, and analyzing insurance plans for suitability. Proficient in negotiating with underwriters and carriers while ensuring data accuracy in agency management systems.
Highest-signal resume keywords
Insurance Agency ExperienceClient Relationship ManagementNegotiation SkillsMicrosoft Office Suite ProficiencyInsurance License
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Insurance AnalysisTransaction ManagementClaims TroubleshootingCross-SellingData Accuracy Management
Soft Skills
Exceptional Communication SkillsCustomer Service SkillsProblem-Solving SkillsOrganizational SkillsTeam Collaboration
Tools & Technologies
Agency Management SystemsMicrosoft PowerPointMicrosoft WordMicrosoft ExcelMicrosoft Outlook
Certifications & Qualifications
Relevant Insurance License
Industry Keywords
Insurance Business ManagementClient ServiceUnderwriter LiaisonIndustry Changes MonitoringContinuing Education
About the role
Key responsibilities & impact- Manage a book of insurance business with independent discretion, autonomy, and decision-making
- Provide professional service to clients, carrier representatives, underwriters, business partners, and HUB colleagues
- Support Producers with obtaining, maintaining, and expanding business
- Work with Producers and HUB personnel on client service, marketing, and renewals
- Oversee preparation and implementation of transactions, correspondence, documents, and internal processing
- Analyze clients’ insurance objectives and compare insurance plans for suitability
- Monitor insurance industry changes affecting clients and make recommendations
- Liaise between clients and insurance carriers to resolve complex service issues
- Negotiate with underwriters and carriers when needed
- Troubleshoot claims and billing issues
- Retain accounts and develop new business from existing accounts and assigned leads
- Identify cross-selling opportunities
- Manage and conduct client meetings
- Document client and carrier conversations and update HUB systems
- Ensure data accuracy in agency management systems
- Travel on company business as required
- Prepare management reports
- Attend industry-related continuing education training and courses
- Perform other assigned duties and projects
Requirements
What you’ll need- At least 3 years of applicable insurance/agency experience
- Exceptional written and verbal communication skills
- Superior customer service and problem-solving skills
- Proficiency with Microsoft Office Suite (PowerPoint, Word, Excel, Outlook)
- Detail-oriented self-starter
- Ability to work in a team environment
- Significant skill in handling competing demands and projects
- Excellent organizational skills and ability to prioritize and delegate responsibility
- High School Diploma or equivalent required
- Relevant Insurance License per state/regional Statutes
Benefits
Comp & perks- Competitive salaries and benefits offerings
- Medical/dental/vision insurance and voluntary insurance options
- Health Savings Account funding
- 401k matching program
- Company paid Life and Short-Term Disability Plans
- Supplemental Life and Long-Term Disability Options
- Comprehensive Wellness Program
- Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
- Great work/life balance
- Employee engagement events
- Opportunity to learn from top talent in the industry
- Growth potential and career development
- HUB Gives community support and involvement
- Structured training, licensing support and ongoing development opportunities
- Paid parental leave